​

2016 Alerts

 

//////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////

​

Monday, December 25, 2016

Merry Christmas & Happy new year to all.
Hope you are all enjoying holidays with you family and friends.

​

Markets are now a little "confused" and unsure and no where to go but stay flat.  S&P500 managed a small gain of 0.3% last week.  Portfolio did better advancing by 2.7% to a new all time high.

Portfolio Composition (%change since purchase): NVDA(++99.5%)  AMAT(+8.0%)  UBNT(+8.5%)  ESNT(+16.6%)  AEIS(+7.9%)  MCHP(+2.7%)  CGNX(+5.2%)    SIVB(+5.7%)  ANET(+4.7%)  ALGN(-3.1%) and $187 in cash.

Performance:
2013: +52.4% vs SPYs +29.1%

2014: +22.7% vs SPYs +13.5%
2015: +14.0% vs SPYs -0.8%
YTD: +7.0%% vs SPYs +10.7%
Since inception (1-7-13): +128.2% vs SPYs +54.7%

​

For this week we will keep the portfolio unchanged.
Watch list:  THO  LOGM  MS  GS  CARB  and AVGO. 

​

Happy investing,

​

//////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////

​

Sunday, December 18, 2016

First off I would like to say a few words about my dear friend Dr. Hassan Fotouhi who passed last Friday after courageously fighting cancer for four years.  Dr. Fotouhi was one of the most respected members of Portland-area Iranian society. For many of us on this mailing list he was a dear friend, a willing companion, and a source of infinite wisdom. He will be deeply missed.

Now, the "big rotation" continues, but the market rally slows down a bit.  Last week S&P500 lost 0.6% while Portfolio advances by 1.6% to near all time high.

Portfolio Composition (%change since purchase): NVDA(++82.1%)  AMAT(+6.8%)  UBNT(+7.9%)  ESNT(+13.9%)  AEIS(+2.9%)  MCHP(+1.3%)  CGNX(+6.0%)  EVR(+-1.9%)  SIVB(+2.5%)  ANET(+4.4%)  and $60 in cash.

Performance:
2013: +52.4% vs SPYs +29.1%

2014: +22.7% vs SPYs +13.5%
2015: +14.0% vs SPYs -0.8%
YTD: +4.2%% vs SPYs +10.4%
Since inception (1-7-13): +122.2% vs SPYs +54.3%

​

For this week we will replace one position: EVR with one new stock: ALGN.
Watch list:  THO  CELG  ULTA  and MSCC. 

​

Happy investing,

//////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////

​

Sunday, December 11, 2016

​

Markets are back at it again, big rallies and the new highs.  S&P500 gained 3.1% into the all time high.  The portfolio added 3.8%.

 

Portfolio Composition( %change since purchase): NVDA(+66.6%)  AMAT(+6.1%)  UBNT(+5.2%)  ESNT(+19.1%)  AEIS(+3.4%)  MCHP(+1.2%)  CGNX(+3.3%)  EVR(+1.7%)  SIVB(+4.0%)  ANET(+1.7%)  and no cash.

 

Performance:

2013: +52.4% vs SPYs +29.1%

2014: +22.7% vs SPYs +13.5%

2015: +14.0% vs SPYs -0.8%

YTD: +2.6%% vs SPYs +11.1%

Since Inception (1-7-13): +118.7% vs SPYs +55.0%

 

For this week we will keep the portfolio unchanged.

Watch list:  THO  MS  PLAY  CFG  and HOMB.

​

Happy investing, 

​

//////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////

​

Sunday, December 4, 2016

​

Market rotation continues at levels we have not seen in the recent years. Winners are financials, industrials, and defense related stocks.  Losers are technology, biotech and bonds.  As a result DOW reaches its historical high levels while NASDAQ and for lesser degree S&P500 pull back.  SPY lost 0.8% last week.  The portfolio, heavy in tech, did much worse losing 4.3%.

 

Portfolio Composition( %change since purchase): NVDA(+60.8%)  NTES(+1.6%)  AMAT(+3.2%)  UBNT(-0.3%)  ESNT(+13.1%)  CARB(+4.5%)  WOR(+1.2%)  AEIS(+3.1%)  MCHP(-2.6%)  CGNX(-4.7%) and $346 in cash.

 

Performance:

2013: +52.4% vs SPYs +29.1%

2014: +22.7% vs SPYs +13.5%

2015: +14.0% vs SPYs -0.8%

YTD: -1.2%% vs SPYs +7.7%

Since Inception (1-7-13): +110.6% vs SPYs +50.6%

 

For this week we will replace three positions: NTES  CARB  and WOR with three new stocks: EVR  SIVB  and ANET.

Watch list:  THO  MIDD  SCHW  SNCR  MS  and UNH.

​

Happy investing,

​

//////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////

 

Sunday, November 27, 2016

Market rally slows done a bit, however, most market stock indexes managed to close at historical levels last week. Bond sell off continues.  S&P500 moves up 1.2% to close at record high level while Portfolio advances 1.6% to close at its record level.

Portfolio Composition (%change since purchase): CPRT(+10.9%)  NVDA(++71.1%)  NTES(+4.6%)  AMAT(+4.7%)  UBNT(+7.2%)  ESNT(+4.6%)  CARB(+13.8%)  WOR(+9.5%)  AEIS(+7.1%)  MCHP(+3.7%) and $190 in cash.

Performance:
2013: +52.4% vs SPYs +29.1%

2014: +22.7% vs SPYs +13.5%
2015: +14.0% vs SPYs -0.8%
YTD: +3.2%% vs SPYs +8.6%
Since inception (1-7-13): +120.1% vs SPYs +51.9%

​

For this week we will replace one position: CPRT with one new stock: CGNX.
Watch list:  THO  FOXF  SCHW.

​

Happy investing,

​

//////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////

​

Sunday, November 20, 2016

​

The great migration for bonds to stocks continues.  Last week markets saw the largest ever move from bonds to stock in the recent history.  The main beneficiary, small cap companies, banks, and industrials.  S&P500 moved up by another 1%, The portfolio advanced by 3.8%.

 

Portfolio Composition( %change since purchase): CPRT(+13.8%)  NVDA(+69.7%)  NTES(+6.3%)  AMAT(+0.9%)  UBNT(+4.8%)  ESNT(+2.4%)  CARB(+12.4%)  WOR(+4.1%)  AEIS(+4.7%)  MCHP(+1.4%) and no cash.

 

Performance:

2013: +52.4% vs SPYs +29.1%

2014: +22.7% vs SPYs +13.5%

2015: +14.0% vs SPYs -0.8%

YTD: +1.8%% vs SPYs +7.1%

Since Inception (1-7-13): +116.6% vs SPYs +49.8%

 

For this week we will keep the portfolio unchanged.

Watch list:  IGT  THO  CGNX  CRUS  and STMP.

​

Happy investing,

​

//////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////

Sunday, November 13, 2016

OK, the election is over, Trump wins, now what?  If early market reactions are any indication, we are most likely entering a period of high market volatility, high interest rate, and high inflation.

Last week bond sold off "Bigly" in favor of stocks pushing S&P500 higher by 3.8%.  Portfolio did a lot better adding 7.6% thanks to a huge 37% jump in one of our positions, NVDA.

Portfolio Composition (%change since purchase): CPRT(+9.8%)  NVDA(++60.0%)  NTES(+8.1%)  AMAT(-5.4%)  UBNT(-0.1%)  PRAH(-4.1%)  ESNT(+4.2%)  AM(-6.9%)  CARB(+4.2%)  ATVI(-9.3%) and no cash.

Performance:
2013: +52.4% vs SPYs +29.1%

2014: +22.7% vs SPYs +13.5%
2015: +14.0% vs SPYs -0.8%
YTD: -2.1% vs SPYs +6.1%
Since inception (1-7-13): +108.7% vs SPYs +48.4%

​

For this week we will replace three stocks: PRAH  ATVI and AM with three new ones: WOR  AEIS  and MCHP.

Watch list: CGNX  CRUS  and STMP.

​

Happy investing,

​

//////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////

​

Sunday, November 6, 2016

​

Election jitters sets in even harder sending the markets lower last week.  S&P500 lost 2%, the portfolio goes down by 3.9%.  

 

Portfolio Composition( %change since purchase): CPRT(+3.1%)  NVDA(+22.8%)  NTES(+12.1%)  AMAT(-7.3%)  UBNT(-0.0%)  PRAH(-7.7%)  ESNT(-3.3%)  AM(-7.6%)  CARB(-2.8%)  ATVI(-4.1%) and no cash.

 

Performance:

2013: +52.4% vs SPYs +29.1%

2014: +22.7% vs SPYs +13.5%

2015: +14.0% vs SPYs -0.8%

YTD: -9.0% vs SPYs +2.3%

Since Inception (1-7-13): +94.0% vs SPYs +43.0%

 

For this week we will keep the portfolio unchanged.

 

Watch list: BABA  TSM  WOR SWHC and AVGO.

​

Happy investing,

​

//////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////

​

Sunday, October 30, 2016

​

The uncertainty of the election has cast a shadow over the markets. Desperately looking for direction, the markets have no place to go but side ways.  S&P500 dropped by 0.7% while Portfolio lost 2.5% last week.

​

Portfolio Composition (%change since purchase): CPRT(+6.6%)  NVDA(++28.3%)  EW(-19.0%)  NTES(+22.1%)  AMAT(-5.9%)  UBNT(-2.5%)  PRAH(-10.5%)  ESNT(-5.5%)  AM(-0.4%)  CARB(-2.1%) and no cash.

Performance:
2013: +52.4% vs SPYs +29.1%

2014: +22.7% vs SPYs +13.5%
2015: +14.0% vs SPYs -0.8%
YTD: -5.3% vs SPYs +4.2%
Since inception (1-7-13): +101.8% vs SPYs +45.7%

​

For this week we will replace one position: EW with one new stock: ATVI

Watch list: BABA  TSM  WOR SWHC and AVGO.

 
Happy investing,

​

//////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////

​

Sunday, October 23, 2016

 

The little volatility that we observed previous week quickly fizzled out last week but the markets managed to hold on to a small gains.  S&P500 advanced by 0.4% while Portfolio gained 1.2% for the week.

​

Portfolio Composition (%change since purchase): CPRT(+8.6%)  NVDA(++22.8%)  ALGN(0.0%) THO(+4.9%)  EW(-0.8%)  NTES(+21.4%)  AMAT(-6.7%)  UBNT(-3.2%)  PRAH(-1.4%)  ESNT(0.0%) and  $76 in cash.

Performance:
2013: +52.4% vs SPYs +29.1%

2014: +22.7% vs SPYs +13.5%
2015: +14.0% vs SPYs -0.8%
YTD: -2.9% vs SPYs +4.9%
Since inception (1-7-13): +107.0% vs SPYs +46.7%

​

For this week we will replace two position: THO and ALGN with two new stock: AM and CARB.

Watch list: PZZA BABA  TSM  ICLR and AVGO.

Happy investing,

​

//////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////

​

Sunday, October 16, 2016

​

A moderate levels of volatility comes back to market mainly due to jitters caused by election. S&P500 lost 1%, Portfolio dropped by 3% last week.

​

Portfolio Composition (%change since purchase): CPRT(+9.6%)  NVDA(++19.9%)  ALGN(+1.5%) THO(+6.1%)  EW(-2.2%)  IPHI(-10.6%)   NTES(+20.4%)  AMAT(-7.8%)  UBNT(-8.1%)  PRAH(-5.9%) and  $0 in cash.

Performance:
2013: +52.4% vs SPYs +29.1%

2014: +22.7% vs SPYs +13.5%
2015: +14.0% vs SPYs -0.8%
YTD: -3.8% vs SPYs +4.5%
Since inception (1-7-13): +104.5% vs SPYs +46.1%

​

For this week we will replace one position: IPHI with one new stock: ESNT.

Watch list: ULTA  BABA  TSM and MXL.

​

Happy investing,

​

//////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////

​

Sunday, October 9, 2016

​

Last week the markets made very little move during an uninspiring and low volatile week.  S&P500 lost 0.6%, Portfolio went down by 0.3%.

 

Portfolio Composition (%change since purchase): CPRT(+8.5%)  NVDA(++21.5%)  ALGN(+0.2%) THO(+8.7%)  EW(+1.2%)  IPHI(-0.4%)   NTES(+16.5%)  SSTK(4.5%)  AMAT(-2.3%)  UBNT(+0.5%) and  $0 in cash.

Performance:
2013: +52.4% vs SPYs +29.1%

2014: +22.7% vs SPYs +13.5%
2015: +14.0% vs SPYs -0.8%
YTD: -0.8% vs SPYs +5.5%
Since inception (1-7-13): +110.9% vs SPYs +47.4%

​

For this week we will replace one position: SSTK with one new stock: PRAH.

Watch list: PZZA  ESNT  AOS  MASI, and LOGM.

 

Happy investing,

​

//////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////

​

Sunday, October 2, 2016

​

Volatile markets finished the week basically unchanged.  S&P500 improved only by 0.2%.  Portfolio advanced by 1.1%.

​

Portfolio Composition (%change since purchase): CPRT(+8.7%)  NVDA(++24.5%)  ALGN(+4.7%) THO(+8.6%)  MKTX(+1.7%)  EW(+1.6%)  IPHI(-0.4%)   NTES(+10.9%)  SSTK(5.9%)  AMAT(-1.0%) and  $0 in cash.

Performance:
2013: +52.4% vs SPYs +29.1%

2014: +22.7% vs SPYs +13.5%
2015: +14.0% vs SPYs -0.8%
YTD: -0.5% vs SPYs +6.1%
Since inception (1-7-13): +111.7% vs SPYs +48.3%

​

For this week we will replace one position: MKTX with one new stock: UBNT.

Watch list: PZZA  ESNT  AOS  MASI, and ATVI.

Happy investing,

​

//////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////

​

Sunday, September 25, 2016

​

They did it again, feds let the short term interest rate low and unchanged last week even though rumors indicated otherwise. This gave markets a little boost resulting S&P500 to close the week 1.2% higher.  Portfolio advanced by 2.7%.

​

Portfolio Composition (%change since purchase): CPRT(+9.7%)  NVDA(++18.1%)  ALGN(+5.1%) THO(+4.7%)  MKTX(+4.9%)  EW(+1.0%)  IPHI(-6.4%)   NTES(+14.0%)  SSTK(7.5%)  AMAT(-2.6%) and  $0 in cash.

Performance:
2013: +52.4% vs SPYs +29.1%

2014: +22.7% vs SPYs +13.5%
2015: +14.0% vs SPYs -0.8%
YTD: -1.7% vs SPYs +5.9%
Since inception (1-7-13): +109.5% vs SPYs +48.1%

​

For this week we will keep the portfolio unchanged.

Watch list: FB  ESNT  AOS  MASI and CHFC.

Happy investing,

​

//////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////

​

Sunday, September 18, 2016

 

For the week the indices including S&P500 remained unchanged in a volatile markets.  Portfolio did better advancing by 2.5%.

​

Portfolio Composition (%change since purchase): CPRT(+1.6%)  SIMO(+5.4%)  ULTA(-8.7%)  NVDA(++14.2%)  ALGN(+4.8%) THO(+1.4%)  MKTX(+6.1%)  EW(-1.7%)  IPHI(-7.7%)   NTES(+9.7%) and  $260 in cash.

Performance:
2013: +52.4% vs SPYs +29.1%

2014: +22.7% vs SPYs +13.5%
2015: +14.0% vs SPYs -0.8%
YTD: -4.3% vs SPYs +4.6%
Since inception (1-7-13): +104.0% vs SPYs +46.3

​

For this week we will replace two positions: SIMO and ULTA with two new stocks: SSTK  and AMAT

Watch list: FB  AVGO  MASI and UBNT.

Happy investing, 

//////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////

​

Sunday, September 11, 2016

​

The storm I was anticipating for a while came to the markets last Friday in a big way.  By the days end all markets and sectors took a big hit.  For the week the S&P500 lost 2.3%.  The portfolio did not do any better losing 3.7%.

 

Portfolio Composition( %change since purchase): CPRT(+1.5%)  SIMO(+7.9%)  ULTA(-6.8%)  NVDA(+8.2%)  ALGN(+2.5%) THO(+0%)  MKTX(+5.2%)  EW(-3.4%)  IPHI(-11.6%)   NTES(-1.8%) and  $211 in cash.

 

Performance:

2013: +52.4% vs SPYs +29.1%

2014: +22.7% vs SPYs +13.5%

2015: +14.0% vs SPYs -0.8%

YTD: -6.7% vs SPYs +4.6%

Since Inception (1-7-13): +99.0% vs SPYs +46.2%

 

For this week we will keep the portfolio unchanged.

 

Watch list: SSTK  AOS  FB  ATVI and UBNT.

​

Happy investing,

​

//////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////

 

Sunday, September 4, 2016
 

Still looking for clear direction, markets muddle through another uninspiring week.  Volatility remains low, VIX at historic low levels.  S&P500 managed to add 0.5%.  Portfolio did a little better advancing by 1.6%.

Portfolio Composition (%change since purchase): CPRT(+4.9%)  SIMO(+11.5%)  ULTA(-3.8%)  NVDA(++13.7%)  ALGN(+7.0%) THO(+4.9%)  MKTX(+6.0%)  EW(-2.3%)  IPHI(-0.3%)   NTES(-1.0%) and  $140 in cash.

Performance:
2013: +52.4% vs SPYs +29.1%

2014: +22.7% vs SPYs +13.5%
2015: +14.0% vs SPYs -0.8%
YTD: -3.0% vs SPYs +7.1%
Since inception (1-7-13): +106.7% vs SPYs +49.7%

​

For this week we will keep the portfolio unchanged.

Watch list: MASI  AOS  FB  ATVI and UBNT.

​

Happy investing,

​

//////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////

​

Sunday, August 28, 2016

​

Markets lose some of their steam causing S&P500 to drop 0.5%.  Portfolio did not have a better week losing 1.9%.

Portfolio Composition (%change since purchase): WOOF(+10.8%)  CPRT(+4.7%)  SIMO(+5.5%)  ULTA(-0.5%)  NVDA(++12.7%)  ALGN(+3.5%) THO(+2.8%)  MKTX(+2.0%)  EW(-2.9%)  IPHI(-3.5%)  and no cash.

Performance:
2013: +52.4% vs SPYs +29.1%

2014: +22.7% vs SPYs +13.5%
2015: +14.0% vs SPYs -0.8%
YTD: -4.0% vs SPYs +6.5%
Since inception (1-7-13): +103.4% vs SPYs +49.0%

​

For this week we will replace one positions: WOOF with one new stocks: NTES.

Watch list: POOL  AOS  FB  and UBNT.

​

Happy investing,

//////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////

​

Sunday, August 21, 2016

​

Markets are basically coasting in a low volatility environment. VIX, the market volatility index, is at historic low levels! calm before the storm?
S&P500 was unchanged, Portfolio improved by 0.3% last week.

Portfolio Composition (%change since purchase): WOOF(+12.5%)  CPRT(+5.9%)  SIMO(+12.8%)  ULTA(+7.2%)  NVDA(++13.2%)  ALGN(+5.9%)  SSTK(+8.6%)  THO(+1.5%)  MKTX(+2.4%)  MASI(-0.9%)  and no cash.

Performance:
2013: +52.4% vs SPYs +29.1%

2014: +22.7% vs SPYs +13.5%
2015: +14.0% vs SPYs -0.8%
YTD: -2.0% vs SPYs +7.0%

Since inception (1-7-13): +108.2% vs SPYs +49.8%

​

For this week we will replace two positions: SSTK and MASI with two new stocks: EW  and IPIH.

Watch list: POOL  AOS  AYI  and UBNT.

Happy investing,

​

//////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////

​

Sunday, August 14, 2016

​

Looking for direction markets remained subdued during the last week.  Both S&P500 and Portfolio were unchanged.

Portfolio Composition (%change since purchase): AHS(+14.3%)  WOOF(+13.2%)  DY(+23.7%)  CPRT(+2.7%)  SIMO(+12.9%)  TDG(+5.0%)  ULTA(+4.2%)  NVDA(++14.6%)  ALGN(+6.8%)  SSTK(+10.9%) and $77 in cash.

Performance:
2013: +52.4% vs SPYs +29.1%

2014: +22.7% vs SPYs +13.5%
2015: +14.0% vs SPYs -0.8%
YTD: -2.3% vs SPYs +7.0%
Since inception (1-7-13): +108.0% vs SPYs +49.6%

​

For this week we will replace three positions: DY  ASH  and TDG with three new stocks: MKTX  THO  and MASI.

Watch list: LGIH  NTES  BGS.

​

Happy investing,

​

//////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////

​

Sunday, August 7, 2016

​

Thanks to the good unemployment report on Friday to rescue the week from an otherwise a lackluster performance.  S&P500 managed to add 0.5% while Portfolio improved by 1.1% last week.

Portfolio Composition (%change since purchase): AHS(+29.0%)  WOOF(+11.9%)  DY(+39.3%)  CPRT(+3.5%)  SIMO(+11.4%)  TDG(+4.1%)  ULTA(+2.4%)  NVDA(++5.8%)  ALGN(+2.6%)  SSTK(+4.2%) and $77 in cash.

Performance:
2013: +52.4% vs SPYs +29.1%

2014: +22.7% vs SPYs +13.5%
2015: +14.0% vs SPYs -0.8%
YTD: -2.3% vs SPYs +7.0%
Since inception (1-7-13): +108.0% vs SPYs +49.6%

​

For this week we will keep the portfolio unchanged.

Watch list: LGIH  NTES MKTX  BGS and MASI.

 

Happy investing,

​

//////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////

​

Sunday, July 31, 2016

​

The recent market rally comes to a stand still with both S&P500 and Portfolio unchanged for the week amid mixed quarterly reports.

Portfolio Composition (%change since purchase): AHS(+35.9%)  WOOF(+11.5%)  DY(+35.4%)  CPRT(+2.4%)  COR(-2.4%)  SIMO(+7.7%)  MBLY(+3.2%)   TDG(+3.7%)  ULTA(+2.0%)  NVD(+3.8%)  and $59 in cash.

Performance:
2013: +52.4% vs SPYs +29.1%

2014: +22.7% vs SPYs +13.5%
2015: +14.0% vs SPYs -0.8%
YTD: -3.4% vs SPYs +6.5%
Since inception (1-7-13): +105.8% vs SPYs +48.8%

​

For this week we will replace 2 positions: COR and MBLY with two new stocks: ALGN and SSTK.

Watch list: LGIH  NTES  STOR  MKTX  EW and ZBH.

 

Happy investing,

​

//////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////

​

 Sunday, July 24, 2016

​

Last week Portfolio and S&P500 added 0.7% to their gains in record breaking markets.  It appears the buyers are staying in the market, at least for now!

Portfolio Composition (%change since purchase): AHS(+41.0%)  WOOF(+7.0%)  DY(+36.5%)  CPRT(+2.2%)  BGS(+7.5%)  COR(+1.0%)  SIMO(+7.4%)  MBLY(+6.9%)   TDG(+1.7%)  ULTA(+1.0%)  and no cash.

Performance:
2013: +52.4% vs SPYs +29.1%

2014: +22.7% vs SPYs +13.5%
2015: +14.0% vs SPYs -0.8%
YTD: -3.4% vs SPYs +6.5%
Since inception (1-7-13): +105.9% vs SPYs +48.9%

​

For this week we will replace 1 position: BGS with one new stock: NVDA.

Watch list: NTES  THO  ALGN and MXL.

 

Happy investing,

​

//////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////

​

Sunday, July 17, 2016

​

With interest rates at historic low levels there is no place for money but stocks.  This pushed markets to their record high levels last week.  S&P500 gained 1.5%. The  portfolio did not do as well losing 0.5% last week.

Portfolio Composition (%change since purchase): AHS(+38.9%)  WOOF(+5.9%)  DY(+36.6%)  CPRT(+1.3%)  BGS(+7.5%)  COR(-0.6%)  SIMO(+9.9%)  SUI(-1.3%)  MBLY(+3.3%)   TDG(+0.7%)  and no cash.

Performance:
2013: +52.4% vs SPYs +29.1%

2014: +22.7% vs SPYs +13.5%
2015: +14.0% vs SPYs -0.8%
YTD: -4.1% vs SPYs +5.6%
Since inception (1-7-13): +104.3% vs SPYs +48.0%

​

For this week we will replace 1 position: SUI with one new stock: ULTA.

Watch list: NTES  THO  ALGN and NVDA.

 

Happy investing,

​

//////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////

​

Sunday, July 10, 2016

​

Brexit in the rear view mirror, at least for now, markets return to the rally mode. Last week S&P500 gained 1.3% to close near its record high levels.  Portfolio did better by adding 3.5%.

​

Portfolio Composition (%change since purchase): AHS(+37.1%)  WOOF(+6.9%)  DY(+36.7%)  CPRT(+1.2%)  BGS(+10.0%)  ELLI(+9.8%)  COR(+8.2%)  SIMO(+8.8%)  SUI(+1.4%)  MBLY(-1.3%)  and no cash.

Performance:
2013: +52.4% vs SPYs +29.1%

2014: +22.7% vs SPYs +13.5%
2015: +14.0% vs SPYs -0.8%
YTD: -3.6% vs SPYs +4.3%
Since inception (1-7-13): +105.5% vs SPYs +45.8%

​

For this week we will replace 1 position: ELLI with one new stock: TDG.

Watch list: ULTA  NTES  and PLAY.

​

Happy investing,

​

//////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////

​

Sunday, July 3, 2016

​

Wow what a turn around.  Looks like the markets put behind the Brexit worries and decided load up on stocks and the events of the previous week was nothing but the buying opportunity.  S&P500 end up adding 3.3% last week.  The portfolio advanced by 1.2%.

 

Portfolio Composition( %change since purchase): AHS(+29.4%)  WOOF(+4.7%)  TSS(+1.1%)  DY(+28.3%)  MIDD(-3.5%)  CPRT(+0.1%)  BGS(+7.4%)  ELLI(+7.9%)  COR(+3.5%)  VXX(-14.1%)  and no cash.

 

Performance:

2013: +52.4% vs SPYs +29.1%

2014: +22.7% vs SPYs +13.5%

2015: +14.0% vs SPYs -0.8%

YTD: -6.8% vs SPYs +3.0%

Since Inception (1-7-13): +98.6% vs SPYs +43.9%

 

For this week we will replace 3 positions: TSS  MIDD  and VXX with three new stocks: SIMO  SUI  and MBLY.

 

Watch list: ULTA  THO  WOR  AOS  STZ.

​

Happy investing,

​

//////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////

 

Sunday, June 26, 2016

​

I believe we all know what happened to the markets this last Friday after the Brexit vote. Now what?  I believe the market volatility will continue for next few weeks until the extend of the British exit from EU is fully analyzed. Therefore we are keeping VXX as a position.

Last week S&P500 lost 2.4%. Thanks to VXX, the portfolio gained 1%.

​

Portfolio Composition( %change since purchase): AHS(+25.3%)  WOOF(+3.4%)  TSS(-3.5%)  DY(+24.8%)  MIDD(-5.0%)  CPRT(-3.3%)  BGS(+5.9%)  ELLI(-2.3%)  COR(+0.3%)  VXX(+8.6%)  and no cash.

 

Performance:

2013: +52.4% vs SPYs +29.1%

2014: +22.7% vs SPYs +13.5%

2015: +14.0% vs SPYs -0.8%

YTD: -7.8% vs SPYs -0.0%

Since Inception (1-7-13): +96.2% vs SPYs +39.3%

 

For this week we will keep the portfolio unchanged.

 

Watch list: ULTA  COMM  TDG and IT.

​

Happy investing,

​

//////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////

​

Sunday, June 19, 2016     

​

As I predicted last week, the market volatility continued through out the week at full force.  By Weeks end S&P500 had lost 1.7% of its value.  Thanks to VXX position, the portfolio remained unchanged during the week.

 

Portfolio Composition( %change since purchase): AHS(+22.9%)  AYI(-4.4%)  WOOF(+1.9%)  TSS(+0.2%)  DY(+25.1%)  MIDD(+0%)  CPRT(-1.4%)  EFX(-2.8%)  BGS(+2.9%)  VXX(-0.1%)  and no cash.

 

Performance:

2013: +52.4% vs SPYs +29.1%

2014: +22.7% vs SPYs +13.5%

2015: +14.0% vs SPYs -0.8%

YTD: -8.1% vs SPYs +1.4%

Since Inception (1-7-13): +95.3% vs SPYs +41.6%

 

For this week we will replace two positions: AYI and EFX with two new stocks: COR and ELLI.

 

Watch list: ULTA  NTES  ANET and IT.

​

Happy investing,

    
//////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////
  

Sunday, June 12, 2016     

​

The market volatility measured by VIX is back and I believe will continue into the next week. Therefor I have decided to keep my position in VXX as a hedge.  Last week S&P500 remained unchanged.  Portfolio increased by 1.2%. 

​

Portfolio Composition (%change since purchase): AHS(+28.4.0%)  AYI(-1.7%)  WOOF(+1.3%)  TSS(+0.5%)  DY(+22.0%)  MIDD(+4.4%)  CPRT(-0.5%)  EFX(-1.8%)  BGS(+2.6%)  VXX(-7.7%)  and no cash.

​

Performance:
 2013: +52.4% vs SPYs +29.1%
 2014: +22.7% vs SPYs +13.5%
 2015: +14.0% vs SPYs -0.8%
 YTD: -8.1% vs SPYs +3.1%
 Since inception (1-7-13): +95.9% vs SPYs +44.1%

​

For this week we will keep the portfolio unchanged.

Watch list: ULTA  NTES  COR  EDU.
        

Happy investing,

​

//////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////

​

Sunday, June 5 2016

​

With the dismal May employment report last week the possibility of the rate hike in June/July is now less likely. This has numbed the nerves, at least for now.  Last week both S&P500 and the portfolio remained unchanged.

​

Portfolio Composition( %change since purchase): AHS(+23.7.0%)  FB(+4.5%)  AYI(-0.4%)  WOOF(+2.1%)  TSS(+2.3%)  DY(+20.7%)  MIDD(+4.0%)  CPRT(-0.9%)  EFX(-0.7%)  VXX(-16.3%)  and $79 in cash.

​

Performance:

2013: +52.4% vs SPYs +29.1%

2014: +22.7% vs SPYs +13.5%

2015: +14.0% vs SPYs -0.8%

YTD: -9.3% vs SPYs +3.1%

Since Inception (1-7-13): +93.4% vs SPYs +44.1%

 

For this week we will replace one position: FB with one new stock: BGS.

 

Watch list: ULTA  NTES  COR  EDU  THO  PVTB.

​

Happy investing,

​

//////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////

​

Sunday, May 29, 2016

​

Looks like the markets shrugged off the possibility of the rate increase in June/July and decided to rally, at least for now.  Last week S&P500 advanced by 2.3%.  The portfolio did as well and increased by 2.5%.

 

Portfolio Composition( %change since purchase): AHS(+16.0%)  CTXS(+11.9%)  FB(+5.3%)  TREX(-9.8%)  AYI(+0.25%)  WOOF(+1.9%)  TSS(+3.1%)  DY(+20.1%)  MIDD(+4.5%) VXX(-2.2%)  and $112 in cash.

 

Performance:

2013: +52.4% vs SPYs +29.1%

2014: +22.7% vs SPYs +13.5%

2015: +14.0% vs SPYs -0.8%

YTD: -9.3% vs SPYs +3.1%

Since Inception (1-7-13): +93.4% vs SPYs +44.1%

 

For this week we will replace two positions: CTXS and TREX with two new stocks: CPRT and EFX.

 

Watch list: ULTA  NTES  COR  EDU  THO  PVTB.

​

Happy investing,

​

//////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////

​

Sunday, May 22, 2016

​

With the prospect of future interest rate increase uncertain, markets are disparately looking for direction. Last week S&P500 added 0.3% while the portfolio lost 0.7%.

 

Portfolio Composition( %change since purchase): AHS(+13.8%)  CTXS(+8.6%)  FB(+4.0%)  TREX(-13.1%)  AYI(-2.1%)  PYPL(-6.4%)  WOOF(+0.3%)  TSS(+2.9%)  DY(+1.5%)  VXX(-2.2%)  and no cash.

 

Performance:

2013: +52.4% vs SPYs +29.1%

2014: +22.7% vs SPYs +13.5%

2015: +14.0% vs SPYs -0.8%

YTD: -11.6% vs SPYs +0.7%

Since Inception (1-7-13): +88.6% vs SPYs +41.0%

 

For this week we will replace one position: PYPL with one new stocks: MIDD

 

Watch list: ULTA  BGS  TDG EA  and AOS.

​

Happy investing,

 

//////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////

​

Sunday, May 15, 2016

​

"Sell in May" is in, albeit in slow motion.  Last week S&P500 lost 0.5%.  Portfolio did not do that well losing 1.5% of its value :(

Portfolio Composition (%change since purchase): AHS(+20.2%)  CTXS(+7.6%)  FB(+5.7%)  LGIH(-7.8%)  TREX(-15.4%)  AYI(-3.3%)  PYPL(-2.0%)  AMSG(-7.5%)  WOOF(+0.0%)  TSS(+1.0%)  and no cash.

​

Performance:
2013: +52.4% vs SPYs +29.1%

2014: +22.7% vs SPYs +13.5%
2015: +14.0% vs SPYs -0.8%
YTD: -10.9% vs SPYs +0.4%
Since inception (1-7-13): +90% vs SPYs +40.4%

​

For this week we will replace two positions: LGIH and AMSG with two new stocks: DY  and VXX(this is not a stock. it is market volatility index. We are using this as a hedge as I believe the market volatility is due to go up in coming weeks).

Watch list: ALGN  EDU  and MHK.

 

Happy investing,

​

//////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////

​

Sunday, May 8, 2016

​

Markets put behind another uninspiring week.  By weeks end S&P500 lost 0.3%.  The portfolio did little worse losing 1.0%.

 

Portfolio Composition( %change since purchase): AHS(+20.1%)  CTXS(+6.3%)  FB(+5.4%)  LGIH(+1.0%)  TREX(-6.5%)  AYI(-4.0%)  PYPL(-2.0%)  PRAH(-7.9%)  HW(-7.9%)  AMSG(-5.5%)  and $8 in cash.

 

Performance:

2013: +52.4% vs SPYs +29.1%

2014: +22.7% vs SPYs +13.5%

2015: +14.0% vs SPYs -0.8%

YTD: -9.5% vs SPYs +0.9%

Since Inception (1-7-13): +93% vs SPYs +41.0%

 

For this week we will replace two positions: PRAH and HW with two new stocks: TSS  and WOOF.

 

Watch list: BGM, and ULTA.

​

Happy investing,

​

//////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////

​

Sunday, May 1, 2016

​

Sharp down turns on Thursday and Friday (Carl Icahn effect: He was on CNBC on Thursday announcing his exit from AAPL due to weakness in China) wiped out earlier market gains. S&P500 lost 1.3% last week.  The portfolio did worse losing 2.7%.

 

Portfolio Composition( %change since purchase): ORLY(+0.9%)  AHS(+14.1%)  CTXS(+7.1%)  FB(+3.7%)  LGIH(+0.4%)  TREX(-3.4%)  USCR(-3.6%)  AYI(-4.7%)  PYPL(-2.8%)  PRAH(-4.5%) and $33 in cash.

 

Performance:

2013: +52.4% vs SPYs +29.1%

2014: +22.7% vs SPYs +13.5%

2015: +14.0% vs SPYs -0.8%

YTD: -8.5% vs SPYs +1.2%

Since Inception (1-7-13): +95% vs SPYs +41.4%

 

For this week we will replace two positions: ORLY and USCR with two new stocks: HW and AMSG.

 

Watch list: ULTA  CBM  VNTV  NVDA  and WOOF.

​

Happy investing,

​

//////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////

​

Sunday, April 24, 2016

​

Recent market rally came to a stand still during an uninspiring session last week.  S&P500 managed to increase 0.5% while Portfolio did a little better adding 1.4% to its value.

​

Portfolio Composition (%change since purchase): NTES(-8.4%)  ORLY(+3.5%)  AHS(+16.4%)  CTXS(+8.5%)  FB(-2.5%)

 TTC(+0.7%)  LGIH(+4.5%)  TREX(0.1%)  USCR(+4.6%)  AYI(+0.1%) and no cash.

​

Performance:
2013: +52.4% vs SPYs +29.1%

2014: +22.7% vs SPYs +13.5%
2015: +14.0% vs SPYs -0.8%
YTD: -6.0% vs SPYs +2.5%
Since inception (1-7-13): +100.4% vs SPYs +43.0%

​

For this week we will replace two positions: NTES and TTC with two new stocks: PYPL and PRAH.

Watch list: HW  POOL ULTA  CNI  EDU  WOOF and HAS.

​

Happy investing,

​

//////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////

 

Sunday, April 17, 2016

​

Last week was not a fun week for Portfolio.  It lost 0.3% of its value while S&P500 advanced by 1.6%.

Portfolio Composition (%change since purchase): NTES(-4.6%)  ORLY(+3.1%)  AVGO(+19.5%)  AHS(+12.3%)  CTXS(+4.8%)  FB(-3.1%)  TTC(+2.2%)  LGIH(-2.0%)  SIX(-2.6%)  TREX(0.0%)  and $107 in cash.

​

Performance:
2013: +52.4% vs SPYs +29.1%

2014: +22.7% vs SPYs +13.5%
2015: +14.0% vs SPYs -0.8%
YTD: -7.3% vs SPYs +1.9%
Since inception (1-7-13): +97.7% vs SPYs +42.4%

​

For this week we will replace two positions: AVGO and SIX with twonew stocks: USCR and AYI.

Watch list: HW  POOL ULTA  PLAY  and SKT.

​

Happy investing,

 

//////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////

Sunday, April 10, 2016

​

Last week the S&P500 gave back some of its previous gains in a choppy markets.  It lost 1.2%.  Portfolio did even worse losing 2.8% last week.

Portfolio Composition (%change since purchase): NTES(-1.4%)  ORLY(+3.6%)  ROST(+7.3%)  AVGO(+20.1%)  SWHC(-7.7%)  AHS(+11.2%)  CTXS(+2.7%)  FB(-2.4%)  TTC(+0.9%)  THO(-1.2%) and $221 in cash.

​

Performance:
2013: +52.4% vs SPYs +29.1%

2014: +22.7% vs SPYs +13.5%
2015: +14.0% vs SPYs -0.8%
YTD: -7.0% vs SPYs +0.3%
Since inception (1-7-13): +98.3% vs SPYs +40.2%

​

For this week we will replace three positions: ROST  AVGO  and SWHC with three new stocks: LGIH  SIX and TREX.

Watch list: USCR  COR  HW  POOL and MAA.

 

Happy investing,

 

//////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////

Sunday, April 3, 2016

The rally came back to the markets last week pushing S&P500 forward +1.8%.  Portfolio did a little better adding 2.7% to its gains.

Portfolio Composition (%change since purchase): NTES(-1.6%)  ORLY(+6.7%)  ROST(+11.3%)  AVGO(+21.3%)  SWHC(+10.0%)  AHS(+9.6%)  CTXS(+4.1%)  FB(+2.4%)  TTC(+0.8%)  THO(+2.8%) and $221 in cash.

 

Performance:
2013: +52.4% vs SPYs +29.1%

2014: +22.7% vs SPYs +13.5%
2015: +14.0% vs SPYs -0.8%
YTD: -4.2% vs SPYs +1.5%
Since inception (1-7-13): +104.2% vs SPYs +41.9%

​

For this week we will keep the portfolio unchanged.
Watch list: SSS, NVDA, EW, ULTA, and ELLI.

​

Happy investing,

​

//////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////

​

Sunday, March 27, 2016

​

The short lived rally lost steam last week and came to a stall.  S&P500 lost 0.7%.  The portfolio did not do well losing 2.4% of its value last week.

 

Portfolio Composition( %change since purchase): NTES(-0.6%)  ORLY(+5.5%)  ROST(+8.9%)  AVGO(+17.7%)  HOMB(+2.0%)  SWHC(+5.1%)  AHS(+2.5%)  CTXS(+0.3%)  CPB(-0.8%)  MXL(-6.5%) and $8 in cash.

 

Performance:

2013: +52.4% vs SPYs +29.1%

2014: +22.7% vs SPYs +13.5%

2015: +14.0% vs SPYs -0.8%

YTD: -6.8% vs SPYs -0.4%

Since Inception (1-7-13): +98.8% vs SPYs +39.3%

 

For this week we will replace three stocks: HOMB  CPB and MXL with three new positions: FB  TTC  THO

 

Watch list: USCR  RGR  and SSS.

​

Happy investing,

​

//////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////

​

Sunday, March 20, 2016

​

The rally comes to slow crawl but continues forward! S&P500 and Portfolio added 0.9% each to their gains last week.
Portfolio Composition (%change since purchase): NTES(+1.7%)  ORLY(+3.1%)  ROST(+12.5%)  AVGO(+17.3%)  ICLR(1.0%)  HOMB(+4.3%)  SWHC(+16.0%)  AHS(+4.2%)  CTXS(+0.9%)  CPB(+1.0%) and $83 in cash.

​

Performance:
2013: +52.4% vs SPYs +29.1%

2014: +22.7% vs SPYs +13.5%
2015: +14.0% vs SPYs -0.8%
YTD: -4.4% vs SPYs +0.3%
Since inception (1-7-13): +103.7% vs SPYs +40.2%

​

For this week we will replace one stock: ICLR with one new position: MXL.

Watch list: USCR  RGR  SSS  and THO.

​

Happy investing,

 

//////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////

Sunday, March 13, 2016

​

The rally continues but at the slower pace than previous weeks. S&P500 and Portfolio added 1% each to their gains last week.

​

Portfolio Composition (%change since purchase): NTES(-0.8%)  ORLY(+4.5%)  ELLI(+18.9%)  ROST(+10.0%)  AVGO(+14.4%)  ICLR(+3.2%)  HOMB(+5.5%)  SWHC(+11.4%)  AHS(+3.6%)  GGG(-0.2%) and $3 in cash.

​

Performance:
2013: +52.4% vs SPYs +29.1%

2014: +22.7% vs SPYs +13.5%
2015: +14.0% vs SPYs -0.8%
YTD: -5.2% vs SPYs -0.6%
Since inception (1-7-13): +102.0% vs SPYs +39.0%

​

For this week we will replace two stocks: ELLI and GGG with two new position: CPB  and CTXS.

Watch list: EW  TTC  NVDA  SSS  and THO.

 

Happy investing,

 

//////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////

Sunday, March 6, 2016

 

Market uptrend continued during relatively low volatile week.  S&P500 managed to add 2.7% to its previous week's gains.  Portfolio did a little better advancing 3.0%.

​

Portfolio Composition (%change since purchase): NTES(-2.5%)  PSA(+3.5%)  ORLY(+1.9%)  ELLI(+23.9%)  FL(-3.7%)  ROST(+8.9%)  AVGO(+12.3%)  ICLR(+1.4%)  HOMB(+6.7%)  SWHC(+7.2%) and $27 in cash.

​

Performance:
2013: +52.4% vs SPYs +29.1%

2014: +22.7% vs SPYs +13.5%
2015: +14.0% vs SPYs -0.8%
YTD: -6.1% vs SPYs -1.7%
Since inception (1-7-13): +100.3% vs SPYs +37.4%

​

For this week we will replace two stocks: PAS and FL with two new positions: AHS  and GGG.
Watch list: CDNS  TTC  MXL  RGR  and PYPL.

​

Happy investing,

​

//////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////

​

 Sunday, February 28, 2016

​

Are you ready for Oscars tonight?  And the winner is......Javids10 of course, although not for its performance last week :(  while the markets added to their advances, The portfolio remained unchanged for last week.  S&P500 added 1.5%.

 

Portfolio Composition( %change since purchase): NTES(-6.8%)  PSA(+5.2%)  ORLY(+1.0%)  ELLI(+22.4%)  FL(-2.1%)  ROST(+6.8%)  EEFT(+1.1%)  AVGO(+2.4%)  ICLR(-0.2%)  HOMB(+1.2%) and $37 in cash.

 

Performance:

2013: +52.4% vs SPYs +29.1%

2014: +22.7% vs SPYs +13.5%

2015: +14.0% vs SPYs -0.8%

YTD: -8.9% vs SPYs -4.3%

Since Inception (1-7-13): +94.6% vs SPYs +33.8%

 

For this week we will replace one stock: EEFT with one new position: SWHC.

 

Watch list: EW  TTC  NVDA  NKE  and WBMD.

​

Happy investing,

​

//////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////

​

 Sunday, February 21, 2016

​

Last week was the recovery week for the markets.  The trend seems to be up, at least for now!  By weeks end, S&P500 added 2.9%.  The portfolio did a little better and advanced by 5.5% last week.

 

Portfolio Composition( %change since purchase): XRS(+30.7%)  NTES(+5.9%)  PSA(+4.4%)  STZ(-3.3%)  ORLY(-1.0%)  ELLI(+18.0%)  FL(+3.2%)  ROST(+3.8%)  OZRK(-9.3%)  EEFT(+0.2%) and $114 in cash.

 

Performance:

2013: +52.4% vs SPYs +29.1%

2014: +22.7% vs SPYs +13.5%

2015: +14.0% vs SPYs -0.8%

YTD: -8.8% vs SPYs -5.8%

Since Inception (1-7-13): +94.4% vs SPYs +31.6%

 

For this week we will replace three stocks: XRS  OZRK  and STZ  with three new positions: AVGO  HOMB  and ICLR.

 

Watch list: EW  SWHC  FB  AHS  PCLN and SSS.

​

Happy investing,

​

//////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////

 Sunday, February 14, 2016

​

We leave behind one of the most volatile markets in the recent history.  By weeks end both S&P500 and Portfolio are down by about 0.5%.

​

Portfolio Composition (%change since purchase): XRS(+16.8%)  NTES(-4.7%)  PSA(-3.3%)  STZ(-4.3%)  LGND(-10.2%)  ORLY(-2.9%)  ELLI(+6.2%)  FL(+1.0%)  ROST(+2.0%)  OZRK(-8.7%)  and $33 in cash.

​

Performance:
2013: +52.4% vs SPYs +29.1%

2014: +22.7% vs SPYs +13.5%
2015: +14.0% vs SPYs -0.8%
YTD: -12.7% vs SPYs -7.1%
Since inception (1-7-13): +84.3% vs SPYs +28.0%

​

For this week we will replace one stocks: LGND with one new positions: EEFT.

Watch list: EW  SWHC and SSS.

​

Happy investing,

 

//////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////

Sunday, February 7, 2016

​

There is no sugar codding it, last week was a burial week specially for Portfolio.  It lost 8.6% of its value?? S&P500 lost 2.6%

​

Portfolio Composition (%change since purchase): XRS(+18.5%)  NTES(-4.0%)  PSA(+1.8%)  STZ(-4.4%)  GOOGL(-7.5%)  ICE(-6.4%)  DY(-21.8%)  LGND(-3.4%)  ORLY(-7.0%)  ELLI(-6.1%) and $101 in cash.

​

Performance:
2013: +52.4% vs SPYs +29.1%

2014: +22.7% vs SPYs +13.5%
2015: +14.0% vs SPYs -0.8%
YTD: -13.2% vs SPYs -7.8%
Since inception (1-7-13): +85.0% vs SPYs +28.9%

​

For this week we will replace three stocks: ICE  DY and GOOGL with three new positions: FL  ROST and OZRK.

Watch list: EW  SWHC  FB and EEFT.

 

Happy investing,

 

//////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////

Sunday, January 31, 2016

​

It turns out that slower growing economy (GDP of 0.7%) is good for stock market. At least that was the story last Friday when a big rally push the markets forward more than 2%.  For the week, S&P500 ends up by 1.7%.  Portfolio advanced by 1.9%.

​

Portfolio Composition (%change since purchase): XRS(+24.8%)  NTES(+7.4%)  PSA(+5.0%)  STZ(+5.7%)  ICLR(-13.6%)  GOOGL(+0.1%)  ICE(+4.5%)  DY(-6.3%)  PBH(-2.6%)  LGND(+4.4%)  and $963 in cash.

​

Performance:
2013: +52.4% vs SPYs +29.1%

2014: +22.7% vs SPYs +13.5%
2015: +14.0% vs SPYs -0.8%
YTD: -5.1% vs SPYs -4.9%
Since inception (1-7-13): +102.4% vs SPYs +32.8%

​

For this week we will replace two stocks: ICLR and PBH with two new positions: ORLY and ELLI.

Watch list: ULTA  AHS  ROST  FL  GGAL and EEFT.

​

Happy investing,

​

//////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////

 

Sunday, January 24 2016

​

Market swings back and fort continues.  By weeks end S&P500 manages a small 1.4% gain for the week.  The portfolio does a little better adding 2.4%.

 

Portfolio Composition( %change since purchase): XRS(+14.5%)  NTES(+5.6%)  PSA(+2.6%)  STZ(+3.1%)  ICLR(-9.7%)  GOOGL(-2.0%)  ICE(-0.4%)  DY(-8.7%)  PBH(-1.4%)  LGND(+7.2%)  and $963 in cash.

 

Performance:

2013: +52.4% vs SPYs +29.1%

2014: +22.7% vs SPYs +13.5%

2015: +14.0% vs SPYs -0.8%

YTD: -6.8% vs SPYs -6.5%

Since Inception (1-7-13): +98.6% vs SPYs +30.6%

 

For this week we will keep the portfolio unchanged.

 

Watch list: ULTA  AHS  ROST  FL  PSX and CPB.

​

Happy investing,

​

//////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////

 

Sunday, January 17, 2016

​

Ugly! is the only way you can describe the recent markets. Selling continued last week at high volumes to take down S&P500 another 2.1%.  The portfolio did not do any better losing 4.1%.

 

Portfolio Composition( %change since purchase): XRS(+8.8%)  NTES(+6.7%)  PSA(+2.9%)  STZ(-1.1%)  ICLR(-11.0%)  GOOGL(-6.6%)  JCOM(-8.9%)  ICE(-2.7%)  DY(-8.1%)  PRXL(-4.1%)  and $78 in cash.

 

Performance:

2013: +52.4% vs SPYs +29.1%

2014: +22.7% vs SPYs +13.5%

2015: +14.0% vs SPYs -0.8%

YTD: -9.1% vs SPYs -7.8%

Since Inception (1-7-13): +93.9% vs SPYs +28.8%

 

For this week we will replace two positions: JCOM and PRXL with two new stocks: PBH and LGND.

 

Watch list: ULTA  AHS  ROST  and BBCN.

​

Happy investing,

​

//////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////   

Sunday, January 10, 2016

​

This week marks the third anniversary of Portfolio. We are happy to report that the Portfolio more than doubled its initial investment value since its inception on 1-7-13. This performance is better than most hedge funds and much higher than S&P500 at +31% and NASDAQ at +57% during the same time period.

Now, on not so happy note, markets started 2016e losses mainly due to concerns about China's economic slowdown.  S&P500 lost 6% last week.  Portfolio gave back 5.2%.

​

Portfolio Composition (%change since purchase): NKE(+1.7%)  XRS(+14.3%)  NTES(+12.5%)  AOS(-17.2%)  PSA(+2.4%)  STZ(+1.9%)  ICLR(-5.3%)  GOOGL(-3.9%)  JCOM(-5.6%)  ICE(-0.8%) and no cash.

​

Performance:
2013: +52.4% vs SPYs +29.1%

2014: +22.7% vs SPYs +13.5%
2015: +14.0% vs SPYs -0.8%
YTD: -5.2% vs SPYs -5.9%
Since inception (1-7-13): +102.2% vs SPYs +31.6%

​

For this week we will replace two positions: AOS and NKE with two new stocks: DY and PRXL.

Watch list: ULTA  HII  ELLI and HA.

​

Happy investing,

 

//////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////

Sunday, January 3, 2016

We are happy to report that Portfolio puts behind another successful year with 14.0% gains for the year.  S&P500 lost 0.8% during 2015. Lets hope that our success continues into 2016.

​

Portfolio Composition (%change since purchase): NKE(+8.0%)  TSO(+2.0%)  DY(-10.8%)  XRS(+21.0%)  NTES(+24.7%)  TSS(-5.6%)  AOS(-5.6%)  PSA(+2.6%)  STZ(-1.3%)  ICLR(+1.7%) and $389 in cash.

​

Performance:
2013: +52.4% vs SPYs +29.1%

2014: +22.7% vs SPYs +13.5%
2015: +14.0% vs SPYs -0.8%
YTD: +00.0% vs SPYs 0.0%

Since inception (1-7-13): +113.2% vs SPYs +39.8%

​

For this week we will replace three positions: TSO  DY and TSS with three new stocks: GOOGL  JCOM  and ICE.

Watch list: AHS  ANET  VEEV  GGAL  CNC and ITC.

​

Happy investing,

​

//////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////

​